We are live on ! Find out more
YEAR icon

AB Ultra Short Income ETF
YEAR

74 hedge funds and large institutions have $1.14B invested in AB Ultra Short Income ETF in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 34 increasing their positions, 29 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 29

7% more capital invested

Capital invested by funds: $1.07B → $1.14B (+$75.8M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.3% less ownership

Funds ownership: 91.28% → 89.98% (-1.3%)

4% less funds holding

Funds holding: 77 → 74 (-3)

27% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 11

Holders
74
Holders Change
-3
Holders Change %
-3.9%
% of All Funds
0.99%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
8
Increased
34
Reduced
29
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
+$56.4M
2
IWM
IHT Wealth Management
Illinois
+$20.8M
3
LPL Financial
LPL Financial
California
+$9.8M
4
PAG
Private Advisor Group
New Jersey
+$5.26M
5
BAM
BOS Asset Management
Illinois
+$5.15M

Top Sellers

Rank Fund Capital Flow
1
Truist Financial
Truist Financial
North Carolina
-$9.48M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$7.31M
3
Raymond James Financial
Raymond James Financial
Florida
-$7.07M
4
MWM
Moran Wealth Management
Florida
-$5.34M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$3.99M
Name Holding Trade Value Shares
Change 		Change in
Stake
WA
26
WPG Advisers
Maryland
$1.77M +$1.01M +19,966 +133%
IFG
27
Independent Financial Group
California
$1.72M -$445K -8,810 -21%
EA
28
Ellsworth Advisors
Ohio
$1.69M -$832K -16,485 -33%
SA
29
Sanctuary Advisors
Indiana
$1.63M +$38.4K +760 +2%
TC
30
Trilogy Capital
California
$1.48M -$223K -4,408 -13%
GLA
31
Good Life Advisors
Pennsylvania
$1.46M +$156K +3,095 +12%
Wealth Enhancement Advisory Services
32
Wealth Enhancement Advisory Services
Minnesota
$1.36M -$266K -5,277 -16%
LWA
33
Lowe Wealth Advisors
Maryland
$1.34M +$143K +2,835 +12%
WAP
34
Wealthcare Advisory Partners
Pennsylvania
$1.28M +$363K +7,194 +40%
FTUS
35
Flow Traders U.S.
New York
$1.25M +$1.25M +24,734 New
UWM
36
USAdvisors Wealth Management
Minnesota
$1.16M +$74.6K +1,478 +7%
NEWAS
37
N.E.W. Advisory Services
Wisconsin
$1.01M +$213K +4,227 +27%
PTC
38
Private Trust Company
Ohio
$842K -$3.28K -65 -0.4%
CAM
39
Cozad Asset Management
Illinois
$840K -$59.8K -1,184 -7%
TF
40
TME Financial
California
$840K -$124K -2,450 -13%
Envestnet Portfolio Solutions
41
Envestnet Portfolio Solutions
Illinois
$753K +$303 +6 +0%
GVAG
42
Great Valley Advisor Group
Delaware
$735K +$75.7K +1,500 +12%
QPW
43
Quantum Private Wealth
Florida
$672K +$152K +3,002 +29%
EWA
44
Encompass Wealth Advisors
Oregon
$652K -$14.7K -292 -2%
AAS
45
Avantax Advisory Services
Texas
$627K -$115K -2,276 -16%
CIA
46
Concurrent Investment Advisors
Florida
$600K +$598K +11,852 New
CWM
47
Cornerstone Wealth Management
Missouri
$562K +$404 +8 +0.1%
MML Investors Services
48
MML Investors Services
Massachusetts
$551K -$50 -1 -0%
LIM
49
Leavell Investment Management
Alabama
$490K -$110K -2,184 -18%
Comerica Bank
50
Comerica Bank
Texas
$462K -$959 -19 -0.2%
1
2
3 4

YEAR Hedge Fund Activity: Q1 2025 in Review

74 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in AB Ultra Short Income ETF (YEAR) for Q1 2025, worth a combined $1.14B — up 7.1% from $1.07B a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of YEAR and 8 opened new positions — a net loss of 3 holders — while 29 trimmed existing stakes and 34 added.

The largest buyer was AllianceBernstein, adding an estimated $56.4M. The largest seller was Truist Financial, cutting an estimated $9.48M.

  • 74 institutional investors held AB Ultra Short Income ETF (YEAR) as of Q1 2025, down from 77 in Q4 2024.
  • Funds reported $1.14B of AB Ultra Short Income ETF stock for Q1 2025, up 7.1% quarter-over-quarter.
  • 8 funds opened new AB Ultra Short Income ETF positions in Q1 2025 and 11 closed out, a net change of -3 holders.
  • The largest AB Ultra Short Income ETF buyer in Q1 2025 was AllianceBernstein, an estimated $56.4M added.
  • The largest AB Ultra Short Income ETF seller in Q1 2025 was Truist Financial, an estimated $9.48M sold.

Based on aggregated 13F filings for Q1 2025.